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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,281 | $155,555-51.6% | $146,866-48.7% | $155,188-51.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 11.71% | 115.41%-103.7pp | 102.85%-91.1pp | 148.84%-137.1pp |
| Employer contribution / active EE | $1,744 | $4,647-62.5% | $4,425-60.6% | $4,248-58.9% |
| Participant deferral / active EE | $3,207 | $8,044-60.1% | $7,759-58.7% | $6,531-50.9% |
| Admin fee / account holder | $5,744 | $14,755-61.1% | $13,620-57.8% | $14,480-60.3% |